Retirement planning is the process of determining how much you will need to save and invest in order to have enough money to live on during retirement. It involves setting goals, analyzing your current financial situation, and making a plan to help you reach your retirement goals.
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The popular programs are facing cost pressures and that means higher costs or reduced benefits may be coming to your plan....
Planning to retire shortly...no debt, nice emergency fund, very small pension, SS and my 401k, IRAs. We are savers, not spenders so not wortied about living beyond a reasonable amount each month. Wher...
Survey shows that while the average American has nearly $200,000 in digital asset value, nearly half of respondents say they don't think about digital estate planning....
Because “Life is what happens when you’re busy making other plans.”...
A solid retirement plan is a must, but you can't go halfway. Neglecting just one area of your plan could cause the whole thing to collapse....
Stable value funds are a staple in many 401(k) plans, offering principal protection and steady returns by investing in high-quality bonds. They’re particularly popular with participants nearing ...
Hello all, I want to retire to NYC where I lived for a decade in my 30s and 40s. I have missed it every day since. I'm planning to buy a verrrry small apartment for cash for about 500k with HOA+taxes ...
I have some fancy spreadsheets that layout how much I will be able to spend over my retirement. It works great, but the end result hinges more than anything on the average annual Real Rate of Return t...
Rising health care and long-term care costs are reshaping retirement planning. Advisors need to know how the landscape is shifting for retirees....
What happens when growth changes a company? We’ve all seen it—your favorite restaurant expands and suddenly the quality slips. The connection feels lost. But does growing always mean losin...
You may want to reconsider your retirement game plan if you're a man....
Will Private Markets be more prevalent in 401(k) asset allocation strategies going forward?...
Hearing health is key to retirement planning and supports brain health, social connection, and longevity. Who’s your audiologist?...
A new Fidelity report shows that retirement readiness and confidence is dropping as a record number of Americans are hitting retirement in 2025....
Your personal financial plan needs to include a formal exit strategy for your business, or you could be in trouble....
I have enjoyed working at our church for the last 18 years, but when I hit 63 earlier this year I started realizing I could retire. Always planning to work until I was at least 65, retiring early wasn...
The post Is Your Retirement Plan Ready for the 2025 Tax Law Changes? appeared first on The Retirement Solution....
Learn how mandatory 403(b) contributions can significantly increase your retirement savings potential while maximizing tax-deferred space in 2025. The post Why Mandatory Retirement Plans Can Help You ...
Planning on shopping for a new car this Labor Day weekend? Here’s how to haggle for a better price, even though you are retired....
Discover the top financial aha moments! Have you experienced all of these insights? From spending and taxes to flexibility and confidence. The post 8 Big Aha Moments: How a Written Retirement Plan Cha...
Most financial plans focus on how your investments perform, but what about the risks to your income along the way? Join us as we unpack groundbreaking research that shows why traditional retirement ca...
Jeremy Keil explains step 1 of the 5 step retirement plan: retirement spending. When it comes to retirement planning, one of the biggest questions people ask is: Where do I start? The truth is, before...
If you're only judging based on what's happening in the world and the financial markets, there's never a "perfect" time to retire. But 2025 is throwing a bunch of extra variables at seniors that are a...
Social Security's combined retirement funds are running out of cash, and its insolvency date is expected to occur in less than a decade....
Trump's One Big Beautiful Bill Act opened HSA access to millions, but big gaps remain. Here's what financial advisors need to know....
Snowbird season is still a couple of months away, but if you plan to ship your car down south or across the country, here's how to avoid three common scams....
Specify your preferences in this personal document that shares your wishes on how you want to be remembered and celebrated. Your family will thank you for easing an emotional time....
? SHOW NOTES In this episode, we explore the implications of the saying 'nothing is for free' in the context of retirement planning. Join Roger Whitney, a seasoned retirement planner, as he shares a h...
If you want to age in place in your current home, near the beach or in the mountains, one risk could upend your plans. Here's what you need to know....
We’re closing in on the end of my 7th year of early retirement. I was fortunate enough to run my last day on the hamster wheel on December 31, 2018. At the time, I had a plan and was confident i...
Almost no one wants to live in a nursing home. But staying in your home as you grow older can be complicated, according to these experts....
The One Big Beautiful Bill Act removes uncertainty over tax brackets and estate tax. Families should take time to review estate plans to take full advantage....
I am almost two years into my retirement and my wife just retired. We have been fortunate to be able to live off my SS (wife has another 18mo before she starts) and some other savings until now. We ha...
Tuesday, August 12 - Monday, August 18, 2025 Most Commented score comments title & link 85 169 comments Retirees without children or family heirs -- how are you planning your estate? Top Comments ...
If my posts on the mistake of chasing value stocks or the need to invest big money to make life-changing money don’t resonate, consider hiring a financial professional to manage your portfolio. ...
Retirement security is less a number and more a mindset. Flexibility can be the difference between surviving and thriving. The post Flexibility in Financial Planning: 10 Strategies to Build a Future T...
Significant changes occurred in Medicare Advantage plans each of the last couple of years, and more changes are on the way in 2026....
Successful retirement planning depends on a number of things. Unfortunately for some folks, wishful thinking is not part of the success formula.On this episode we discuss some common ways that wishful...
Jeremy Keil explains why personalized longevity estimates are the most important number in your retirement planning....
What's one of the differences between a good financial adviser and a great one? The ability to use behavioral coaching to guide clients away from emotional decision-making and toward retirement succes...
Rather than focusing only on financial plans, you can better serve your clients — and grow your business — by learning what to say and do when a client gets anxious or emotional....
Many elders find themselves alone in their later years. They are "solo agers'. Consider these 4 major risks to plan well for this time of life....
The final numbers aren’t in, but premiums for Medicare Part D prescription drug insurance policies will increase for 2026, and they could increase substantially....
Learn Roth 401k limits for 2025, catch-up amounts, and strategies to maximize contributions. Get tax-free growth tips now. The post Roth 401k Limits — Contribution Rules, Catch-Up Amounts, and P...
The new tax legislation offers unique opportunities to make smart financial moves and save on taxes, especially for people nearing or in retirement with significant savings....
We made the 2025 Inc. 5000 list! Thank you to our community for helping us grow and transform financial planning. The post Boldin Made the 2025 Inc. 5000 List of the Fastest Growing Companies in Ameri...
Despite being written thousands of years ago, they still offer timeless wisdom that can be applied in many aspects of life, including proper financial management....
Jeremy Keil interviews Anthony Napolitano about how he managed to adapt his retirement plan after an unexpected end to his career....
Longer life expectancies and changing demographics put extra pressure on the program, making it crucial for future retirees to understand its evolution, common myths and how to strategically plan for ...
As major insurers reduce Medicare Advantage benefits and exit markets, retirees face higher costs and limited options. Advisors need to understand the implications for retirement planning....